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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
Ameritas Investment Partners
Nebraska
$1.1M +$359K +15,800 +57%
PCM
302
Penserra Capital Management
California
$1.09M +$849K +37,434 +625%
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$1.09M -$27.2K -1,200 -3%
B
304
BP
United Kingdom
$1.08M
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$1.08M -$4.96M -218,412 -84%
FL
306
Fourthstone LLC
Missouri
$1.07M -$735K -32,400 -43%
Public Sector Pension Investment Board (PSP Investments)
307
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M -$52.2K -2,300 -5%
KWILP
308
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.02M +$916K +40,387 New
LPL Financial
309
LPL Financial
California
$1.01M -$207K -9,101 -19%
FWCM
310
Ferguson Wellman Capital Management
Oregon
$990K -$1.25M -55,167 -58%
SAM
311
Securian Asset Management
Minnesota
$990K -$73.3K -3,230 -8%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$967K +$11.3K +498 +1%
ERM
313
Elm Ridge Management
New York
$961K +$864K +38,055 New
TWI
314
Thomas White International
Illinois
$956K +$210K +9,250 +32%
EMFAT
315
Emerald Mutual Fund Advisers Trust
Pennsylvania
$931K +$122K +5,360 +17%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$922K -$446K -19,639 -35%
KeyBank National Association
317
KeyBank National Association
Ohio
$922K +$15.8K +695 +2%
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$922K +$829K +36,543 New
TC
319
TwinBeech Capital
New York
$920K +$827K +36,432 New
BCM
320
Bayesian Capital Management
New York
$911K +$819K +36,100 New
RWM
321
RKL Wealth Management
Pennsylvania
$910K +$73.2K +3,227 +10%
CT
322
Coastline Trust
Rhode Island
$899K -$1.15M -50,610 -59%
Creative Planning
323
Creative Planning
Kansas
$873K -$457K -20,153 -37%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$869K +$591K +26,060 +312%
WCM
325
Weld Capital Management
New York
$867K +$780K +34,358 New

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.